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971 Topics
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
Pigment recognized as a Visionary in its first inclusion in the Gartner® Magic Quadrant™ for Financial Planning SoftwareNews

Today, we’re pleased to announce that Pigment has been recognized as a Visionary in our first inclusion in the Gartner® Magic Quadrant™ for Financial Planning Software. We believe this recognition validates the hard work that’s gone into building the Pigment platform and how we’ve partnered with our customers over the past few years. We’d like to thank our customers, partners, advisors, and employees, past and present, for getting us to this point. Inclusion in the Magic Quadrant™ is a significant milestone for Pigment, and it gives the team great confidence as we move into 2025 and beyond. To download your complimentary copy, click here. Gartner disclaimer:Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statem

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Isabella Leslie-Miller
Community Manager
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Welcome to the Community!
Welcome to the Pigment Community! 🎉

Welcome to the Pigment Community!We’re so grateful to have you here! The Pigment Community is your place to collaborate with, learn from and inspire other Pigmenters. Why should you explore the Pigment Community? 🔎We want you to be as confident as possible with Pigment. Through the Community, you get to engage with peers to share knowledge and expertise on using Pigment. We encourage you to share your insights and learnings, as others might well be facing similar questions. Above all, we want Pigment users to connect and engage with each other! I’m new here, where should I start? 👀💡 Good thing you asked – here’s how to get started!Register and complete your profile. Add a profile picture and fill out your profile details. Introduce yourself! We encourage all of our new members to introduce themselves in our Intro thread. I saw someone with a shiny badge and cool title, how do I get one? 🏅We reward active users publicly through a variety of badges and titles. Once you start posting

10841
abhilashsawla
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Practical Use of List-List Import Feature

Hi everyone,Yesterday, that is on 19/06/2025, the feature “List-List Import” feature was released and I believe its a great feature,  but I want to know about the practical usage of these feature, like what are the scenarios where we should use this feature, It would be great if someone can help me understand.Thanks everyone!

1005
oliverlee
Seasoned Pigmenteer
V
Newly Minted Pigmenteer
valefNewly Minted Pigmenteer
asked in Questions & Conversations
Cumulate function

Hi everyone,I'm trying to use the cumulate function to sum only the FY26 months of the metric Nexus Lowest Level, but the output includes all years instead of just FY26.Has anyone run into this or knows how to fix it?Thanks in advance! 

284
V
Newly Minted Pigmenteer
Catalina Ibarra
Community Manager
Catalina IbarraCommunity Manager
published in Company News
New Features To Fill Your SummerNewsletter

This June, there are several new product enhancements at your disposal! Check them out below and sign up for our upcoming Product Webinar on July 24th to learn about other useful features and those coming soon. 📝 Import data List-to-List 📈 Chart zoom for better exports ↪️ Use Top navigation in Sequences 🎨 Customize your Application icon color 🔒 Simplify security with access rights Dimension replacement 🚀 Deploy import configurations with ease 👣 Track last activity on Items in Lists 🌐 Product Webinar & Virtual User Group - July 24th 📣 Pigment Customer Advocacy Program: Get rewarded for your support 👥 Virtual Roadshow - July 29th  Import data List-to-List  You can now import data directly from one List to another using List-to-List Import. Map source and target Properties with matching data types, add filters if needed, and run the import manually, with an Action button, or on a schedule.  Chart zoom for better exports  You can now zoom in and out on chart text for better re

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Catalina Ibarra
Community Manager
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
posted in Welcome to the Community!
Introduce Yourself - 2025

Welcome to our annual introductions thread!We hope you’ll use this as a place to share a little more about yourself and get to know the other members in our community. Tell us where you work, a bit about your role, where you live and how you use Pigment. Add any interesting facts about you or even a nice picture that means a lot to you (like in a cool place, or with a pet)! If you want to see our past introductions thread for some inspiration, look here. I’ll get the ball rolling:Hi! I’m Isabella - I’m the Community Manager here at Pigment and I’ve had the great privilege of working here for around 8 months. Before Pigment I worked at a data science education company, and my academic background is in Mathematics and Finance.I’m originally from South Africa and moved to the UK around 3 years ago - I’m now based in lovely Harrow. Outside of work you’ll typically find me reading, gaming, traveling, going to a gig, or building a cool cosplay for Comic Con.I’m looking forward to getting to

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Catalina Ibarra
Community Manager
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Career Forum
Career Spotlight - Clement Dalmay

Introduction: Hello Pigmenteers! I’m Clément ( ​@CDALMAY  in the community). I’m based in New York, where I’ve been living for the past seven years. I’ve been working with MeltOne for nearly three and a half years now and over the last decade my career has been focused on FP&A and financial planning tools.I started out with Oracle-based solutions, transitioned to Tagetik as a technical architect, and then discovered Pigment in 2022. Since then, I’ve been mainly focused on Pigment, with about three years of hands-on experience which is half the lifespan of the platform itself! You can see Clément’s full interview here:  What advice would you give to someone new to FP&A or Pigment?Always be curious and willing to learn new things. You’ll make mistakes, that’s part of the process, but hands-on experience is the best teacher. Don’t be shy For those new to Pigment: start with the Academy. It’s structured, practical, and a great foundation. Pigment is easier to learn than many legacy

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Isabella Leslie-Miller
Community Manager
Brian Mondello
Newly Minted Pigmenteer
Brian MondelloNewly Minted Pigmenteer
asked in Questions & Conversations
ISFIRSTOCCURRENCE formula for dimension creation

With the new functionnality to create dimension based on an other dimension/transaction list, I want to create a concatenation of 2 columns in my transaction list but.. Pigment say there is an error because a lot of rows don’t have unique ID. Is it existing a “ISFIRSTOCCURENCE” formula or simithing similar to filter my view and solve the point ? 

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Yuri Pinchuk
Budding Pigmenteer
G
Newly Minted Pigmenteer
gttNewly Minted Pigmenteer
asked in Questions & Conversations
How to lookup property value of dimension?

Hi, I am trying to create a Boolean metric with Month as the only dimension member. I want to write a formula where if the month is greater than eg. “April 2025” and less than or equal to ‘Last Actual Month’ (Month dimension property member of ‘Save Version’) of ‘Save Version’.”Live Version” then TRUE but I am having trouble calling the ‘Last Actual Month’ of ‘Save Version’.”Live Version”.I think ideally I would be able to pull something like ‘Save Version’.”Live Version”.’Last Actual Month’ but surely it can’t be that simple? 😅

332
G
Newly Minted Pigmenteer
R
Newly Minted Pigmenteer
Rahul KumarNewly Minted Pigmenteer
asked in Questions & Conversations
Circular Dependency on Transaction List and dimension

Hi Team,We have an input transaction list for new seat requests. In this list, a manager and above can come an ask for a new seat / headcount and that is determine by Supervisory Org. So if I am a Senior Manager, I can come and request for a Manager position and so on.   We also have a dimension list called Supervisory Org 1 which determines what is the Org of an employee and what are the levels above. Now we want to pull the levels for the new seat based on the manager’s level. But this is giving us the circular reference error.​​​​​​Bottom line is we are using the dimension list to pull the levels in transaction list based of of hiring manager level and now we want to put it back in the dimension for the hiring position. Any workaround for this situation?

331
Luiza
Employee
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Submit Button

Is there a way in Pigment to submit a button?(i.e. similar to marking a checkbox as True)

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P
G
Newly Minted Pigmenteer
geoff_chovazNewly Minted Pigmenteer
asked in Questions & Conversations
SFTP connection

I am receiving an error “xxxxxxxxxxxxxx is not a valid unix username” when trying to establish an SFTP connection. The username is quite long - 27 characters. The connection works in other SFTP clients like Filezilla using the exact same parameters. Any ideas? 

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Gabriel Amaro da Luz
Employee
J
Newly Minted Pigmenteer
JB BuffetNewly Minted Pigmenteer
asked in Questions & Conversations
Countuniqueof with several dimension

Hello,I need to count the number of client inside a Database by several Dimension (Month, Business Unit, Category(New, Upsell, downsell, Churn), Client type, ...)I tried using COUNTUNIQUEOF but it doesn’t work (timeout of request).IF(Month < 'Switchover Date for Forecast/Budget',IF('Full data BI'.subscription_type = 'Subscription Type'."Renewable" AND 'Full data BI'.segment_revenue_category <> 'Customer Category'."Churn",COUNTUNIQUEOF('Full data BI'.customerid) [by :'Full data BI'.segment, 'Full data BI'.segment_revenue_category,'Full data BI'.Month, 'Full data BI'.customer_type, 'Full data BI'.product, 'Full data BI'.product_type, 'Full data BI'.region, 'Full data BI'.subscription_type]))Could you please help me sort that out ?

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J
Newly Minted Pigmenteer
Bas
Budding Pigmenteer
BasBudding Pigmenteer
asked in Questions & Conversations
P&L view in % of net sales

Hi everybody,I'm running into some difficulty when trying to present a P&L in % of net sales at subtotal levels.I have a ragged P&L hierarchy (account dimensions L1 to L8, where my net sales is defined at L3). I want to show all values, including the subtotals, as a % of the specific item “net sales” at the L3 dimension.When I try to use ‘show values as’ as a % of another metric where all my lowest level accounts contain the total net sales amount, it works for the lowest level (L1) accounts but the subtotals are aggregated (that is: the total net sales amounts that are allocated at the lowest account level (L1) are incorrectly aggregated together, which throws off the %-calculation). For example: I have 10 L1 accounts, each of which contains 100m as net sales. At the subtotal L3 (net sales) level, I then get 100m / 10x100m = 10%, where I would expect to see 100%. I also tried to use ‘show values as’ as % of a specific item of the L1 dimension, where I used an item variable tha

272
Stef
Employee
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Data Action - Trigger Export - Not exporting Blank rows

I have a table with 2 metrics: M1 and M2. Both metrics M1 and M2 are having the Customer dimensionality.Created a data action to export the table,Action on click: Trigger ExportSelected the table/block name and then 2 metrics in the dialog box in ‘Action Widget Settings’, header names is kept as “Display Name”.Noticed, while getting the export i.e. CSV file in the downloads folder, it contains only those rows which are having values either in M1 or in M2, but I want to see all the customers in the export view even if M1 and M2 both are Blank.

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M
Employee
G
Just Arrived
ghitaJust Arrived
asked in Questions & Conversations
dropdown dependency

 I have created a dropdown dependency, but the issue I am facing is that I want to apply it to 3 or 4 columns from the same source (same dimensions list ). However, I cannot link these 4 columns to the same logical object.

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CDALMAY
A
Newly Minted Pigmenteer
andyzillaNewly Minted Pigmenteer
asked in Questions & Conversations
Dimension property types - converting to other types and changing dimension lists

Hi Pigment Community,I have a couple of questions about managing properties of type dimension.I’m using a direct connector to Lever to create a Lever_Requisitions transaction list. I need to use one of the properties of this list (Requisition ID) both as a dimension and as text - I’m using it as text as part of a concatenation for an Unique ID property that defines how my loads work and now need to use it as dimension to cross some data with an offer transaction list. Is it possible to have the same data in two different columns with two different types? How can this be achieved? Additionally, I need to change the dimension list associated with my Requisition IDs, as it was automatically generated from my offers report and is incomplete. How can I do so without losing all items in my existing Lever_Requisitions.’Requisition ID’ property? I have historical loads there that I wouldn’t like to lose. Thank you!

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M
Employee
T
Newly Minted Pigmenteer
tjain02Newly Minted Pigmenteer
asked in Questions & Conversations
need help understanding a formula

Can someone please help me understand this formula :('FX_01_Calc_FX Rates Staging'[ADD constant: Version] [ by sum  : Conversion."Group"]+ 1[ADD constant: Month, Currency, Version] [by sum : Conversion."Local"])[filter:'Set_Filter_Version Window']How is the second part of this formula starting from ‘+1’ ensuring that the data goes to the dropdown item “Local” in the conversion list? 

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T
Newly Minted Pigmenteer
W
Newly Minted Pigmenteer
williamwestmorelandNewly Minted Pigmenteer
asked in Questions & Conversations
How to count items in a metric without removing dimensionality?

Howdy y’all - Our team is working on doing a simple customer count, but is struggling to do so without removing all dimensionality from our metric.We want to count unique instances of a customer where there is spend - but have dimensionalities flagging different types of spend attributes (ex: a flag for customers who have spend in the US vs those who have spend outside of the US). So - if a customer has spend in both the US and outside of the US - they will have a customer count of over 1, when we want each customer to only be counted once while retaining dimensionality. None of the count/countunique formulas are adequately solving this issue.The page aggregators are correctly counting the number of customers - but we are unable to use the page aggregators in tables to do calculations. Does anyone know of a way to use the “count” from the aggregator for table calculations - or of any other ways to get customer count without double counting across different dimensions?

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Benoit
Community Manager
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Is it possible to use Previous() simultaneously across multiple dimensions?

I am building an attrition model based on month dimension and a dimension called ‘30 Day Cohort’.  I am almost certain that I will run into a circular reference if I do not use the Previous function.  However, because I am working with 2 dimensions I am unclear on how to reference the previous month and previous ‘30 Day Cohort’ dimension simultaneously.  Is this possible?  Can I combine multiple Previous functions?  Is it possible to nest two Previous functions? To start my model, I have “initialized” the metric with both the starting values in the first month and the forecasted new subscribers in the first ‘30 Day Cohort’ (0 in my case): What I would like to do is calculate a formula on the value in the previous month and previous cohort and then do so recursively (this is why I think I need to use the Previous function).  So for Oct 23 and cohort 1, I would want to do my calculation based on the Sep 23 and cohort 0 value (1,895); for Oct 23 and cohort 2, I would want to do my calcula

8919
Y
Newly Minted Pigmenteer
alexkonrad
Budding Pigmenteer
alexkonradBudding Pigmenteer
asked in Questions & Conversations
Automatically adding aggregations after collapsing

Hi all, I have a strange behavior in some reports: if I collapse a dimension it adds an aggregation.For example I have a report which shows the following list of dimension and only the Months is aggregated inthe columns.In my example the Planning Cycle dimension is not aggregated (which wouldn’t make sense).But if I click on [- FY] to collapse the last columns it automatically activates the Planning Cycle dimension aggregation.The filter is activated automatically: I would like to deactivate this behavior.Best,Alex

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alexkonrad
Budding Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
How to import the data from another app without allowing the users to drill down

Use Case:There is App1 and App 2 within the same workspace. Need to bring the metric’s Xyz values with Employee dimension from App 1 to App2 on a real-time basis, i.e. in App 2, the user shouldn’t be able to drill-down on the underlying logic written in  Xyz metric.Created the scheduler import (metric to metric import) in App 2 to fetch the value from App1 and fetched it in a PQR metric in App2 , and then created another Final PQR metric: which is just referencing ‘PQR’ metric and published Final PQR on the board, but need to bring the data real-time , how to do in Pigment- Can anyone please guide me with this?

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alexkonrad
Budding Pigmenteer
A
Newly Minted Pigmenteer
AravindNewly Minted Pigmenteer
asked in Questions & Conversations
Alternative to long nested if

Hello!I seem to face a problem when constructing a trial balance for which i use nested ifs. So the formula goes like this IF('GL Accounts'='GL Accounts'."Revenue" ,'Revenue Staging',IF('GL Accounts'='GL Accounts'."Other income" ,'Other Income staging'))So the condition is different for each list item in GL Account dimension (Which has 40 items)When we try to use the nested ifs, it doesn’t allow us beyond 17 loops. Cannot use the switch statement as we have a different criteria for each list item. Have you guys gone through such a situation and found an alternative to long nested loops?Thanks in advance for your help!

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A
Newly Minted Pigmenteer
K
Newly Minted Pigmenteer
Karin TauberNewly Minted Pigmenteer
asked in Questions & Conversations
Professional Training Metric Employee Manager

Hi,In the Pro Training (2.0), in the workforce planning module, there is on page 7 of the pdf, building the metrices. I don’t understand why the structure of the Manager is the same as for the Employee. Shouldn’t the Data type dimension be Employee Manager? Thanks in advance 

345
A
Newly Minted Pigmenteer
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Current Forecast Week

Hi!  Can you please help setting up the formula to populate the current forecast week?I already have a Week dimension and the metric should populate 2025-06-08 as of today because 2025-06-01 is marked as “Last Actual Week”.  Thanks!

241
Min Li Bright Point

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